DWM
ECHO

Dogwood Wealth Management’s EchoStar ECHO Stock Holding History

Dogwood Wealth Management’s Portfolio ECHO Stock Details ECHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.04K Sell
30
-10
-25% -$1.22K ﹤0.01% 597
2026
Q1 		$4.68K Buy
40
+33
+471% +$3.79K ﹤0.01% 490
2025
Q4 		$761 Buy
+7
New +$570 ﹤0.01% 640

Other funds holding ECHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AC
Attestor Capital Grand Cayman, Cayman Islands $350M AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Dogwood Wealth Management's ECHO Position: Q2 2026 in Review

Dogwood Wealth Management reduced its EchoStar (ECHO) stake by 25% in Q2 2026, selling an estimated $1.22K and leaving 30 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Dogwood Wealth Management first reported a position in ECHO in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.68K in Q1 2026. 317 funds tracked by Wall St. Rank hold ECHO as of Q2 2026.

  • Dogwood Wealth Management held 30 shares of EchoStar worth $3.04K as of Q2 2026.
  • Dogwood Wealth Management sold 10 EchoStar shares in Q2 2026, an estimated $1.22K.
  • EchoStar made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #597 holding.
  • Dogwood Wealth Management first reported a position in EchoStar in Q4 2025 and has held it in 3 quarters since.
  • Dogwood Wealth Management's EchoStar position peaked at $4.68K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held EchoStar as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.